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iShares Russell Mid-Cap Growth ETF

590 hedge funds and large institutions have $7.74B invested in iShares Russell Mid-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 176 increasing their positions, 194 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $6.6B → $7.74B (+$1.14B)

16% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $10.2M

13.27% more ownership

Funds ownership: 129.81%143.08% (+13%)

3% more funds holding

Funds holding: 574590 (+16)

9% less repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 194

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
12.81%
Holding in Top 10
31
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.06%
% of All Funds
0.67%
New
58
Increased
176
Reduced
194
Closed
34
Calls
$11.8M
Puts
$10.2M
Net Calls
+$1.61M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
301
Dougherty Wealth Advisers
Minnesota
$602K
SCM
302
Snow Capital Management
Pennsylvania
$596K
AP
303
Appleton Partners
Massachusetts
$590K -$10.4K -150 -2%
GP
304
Girard Partners
Pennsylvania
$589K -$41.2K -592 -7%
ASN
305
Advisory Services Network
Georgia
$585K +$4.73K +68 +0.8%
APP
306
Avantax Planning Partners
Iowa
$585K +$19.9K +286 +4%
HWA
307
Heritage Wealth Advisors
Virginia
$572K
GC
308
Gilbert & Cook
Iowa
$572K
TWP
309
Total Wealth Planning
Ohio
$567K -$21.7K -312 -4%
UAS
310
United Asset Strategies
New York
$566K -$62.6K -900 -10%
LW
311
Linscomb Wealth
Texas
$565K
FAIM
312
Financial Advocates Investment Management
Washington
$561K +$82.8K +1,190 +18%
1SB
313
1ST Source Bank
Indiana
$560K
FCB
314
First Command Bank
Texas
$556K +$19.5K +280 +4%
FCFS
315
First Command Financial Services
Texas
$556K +$19.5K +280 +4%
HCA
316
Harbour Capital Advisors
Virginia
$551K -$34.8K -500 -6%
SKK
317
Shepherd Kaplan Krochuk
Massachusetts
$542K -$541K -7,784 -51%
CCM
318
Cohen Capital Management
California
$542K -$30K -432 -5%
CCP
319
Corient Capital Partners
California
$532K
MIH
320
Madison Investment Holdings
Wisconsin
$523K
SWA
321
Stratos Wealth Advisors
Ohio
$519K +$695 +10 +0.1%
GLA
322
Great Lakes Advisors
Illinois
$516K
VFA
323
Voya Financial Advisors
Connecticut
$512K -$79.3K -1,140 -14%
OFG
324
Oxford Financial Group
Indiana
$505K +$27.8K +400 +6%
RPC
325
Rossmore Private Capital
Connecticut
$501K

IWP Hedge Fund Activity: Q2 2019 in Review

590 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2019, worth a combined $7.74B — up 17% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IWP positions and 34 closed out — a net gain of 24 holders — while 176 added to existing stakes and 194 trimmed.

The largest buyer was TIAA FSB, adding an estimated $771M. The largest seller was EP Wealth Advisors, cutting an estimated $64.8M.

  • 590 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2019, up from 574 in Q1 2019.
  • Funds reported $7.74B of iShares Russell Mid-Cap Growth ETF stock for Q2 2019, up 17% quarter-over-quarter.
  • 58 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2019 and 34 closed out, a net change of +24 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2019 was TIAA FSB, an estimated $771M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2019 was EP Wealth Advisors, an estimated $64.8M sold.

Based on aggregated 13F filings for Q2 2019.